Austin Summers is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Merit Financial Advisors since 2022 and currently serves at Purshe Kaplan Sterling Investments. Prior to his advisory roles, he was affiliated with Cambridge Investment Research and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee, while allowing advisors flexibility in portfolio management.

Donald Hammond is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and Maritime Insurance Group. Outside of advisory services, he is also a notary and works as a tax preparer. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach utilizing model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

John Brazier is a CFP® with six years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Joshua Preiss is a CFA® charterholder with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research, and Voya Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing for customized portfolio solutions.

Peter Mersberger is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he serves as Vice President of the Seven Mile Lake Association, a nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.